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BEAM WEALTH ADVISORS, INC.: OUSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on OUSM, newest first. How the timeline and the estimate are built.

BEAM WEALTH ADVISORS, INC. held 82,292 OUSM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 82,292 shares
    Change vs previous 13F -3,260 shares

    0.86% of the 13F portfolio, value $3,910,508.

    13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,552 shares
    Change vs previous 13F +16,949 shares

    0.93% of the 13F portfolio, value $3,742,050.

    13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,603 shares
    Change vs previous 13F +5,060 shares

    0.82% of the 13F portfolio, value $3,000,710.

    13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 63,543 shares
    Change vs previous 13F +13,097 shares

    0.78% of the 13F portfolio, value $2,846,740.

    13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,446 shares
    Change vs previous 13F +21,575 shares

    0.65% of the 13F portfolio, value $2,179,778.

    13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,871 shares
    Change vs previous 13F +5,644 shares

    0.41% of the 13F portfolio, value $1,213,158.

    13F-HR 0001803426-25-000004 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,227 shares
    Change vs previous 13F +3,661 shares

    0.32% of the 13F portfolio, value $1,015,475.

    13F-HR 0001803426-25-000001 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,566 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $881,840.

    13F-HR 0001803426-24-000005 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).